Dmitri Alperovitch
@DAlperovitch
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Geopolitics/NatSec, Russia, China, Cyber. Chairman @SilveradoPolicy; Author WorldOnTheBrink; Host @GeopolDecanted; Founder @alperovitch; Co-Founder @CrowdStrike
USA
Joined June 2011
Very proud to have my #WorldOnTheBrink with @vermontgmg named as one of the best books of 2024 by the @TheEconomist!
economist.com
Readers will never think the same way again about games, horses and spies
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Breaking: EU ready to retaliate vs China's rare earth controls, VDL says in Berlin EU is "ready to use all of the instruments in our toolbox to respond" she tells Berlin forum Comes after Macron on Thursday called on the commission to activate the anti-coercion instrument
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Russian local media released photos showing damage to a dam in Belgorod region, about 25 km from Ukrainian-controlled territory, after an alleged October 25 attack. No breach is visible, but the governor of Belgorod warned the structure might not withstand another strike.
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Full episode about the challenges and strengths of the Russian economy and the incredible high wire act they've executed up till now👇 https://t.co/B3bfvRatJo
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These RU oil sanctions are an important step toward putting significant additional pressure on the significant Russian budget deficit but they are not the 'killer sanctions' that could break the back of the Russian budget according to @ChrisWeafer on our latest @GeopolDecanted
Treasury is imposing further sanctions as a result of Russia’s lack of serious commitment to a peace process to end the war in Ukraine. Today’s actions increase pressure on Russia’s energy sector and degrade the Kremlin’s ability to raise revenue for its war machine and support
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The Taiwan High Court sentenced retired 🇹🇼Republic of China Army Lieutenant General Kao An-kuo to 7.5 years in prison for attempting to form a pro-China armed group to attack Taiwan's government institutions. (CNA)
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HUR's Major General Vadym Skibitskyi said Russia combat tested a new guided bomb w/ ≤200km range in September-October and is now moving to mass production. He indicated it's been used in Dnipro & other cities in recent weeks. He said the bombs have "new control modules” and
Ukrainian Air Force reported a rare guided-bomb strike in Poltava Oblast. Reportedly fell 20-30km from Poltava city. Possibly Grom-1 or UMPB-5R. This follows recent reports of bomb strikes targeting Lozova, Mykolaiv, and Dnipro. (Links in alt text) https://t.co/LggUHN8IHI
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While China is testing different narratives to justify their escalatory move to control the flow of rare earths, the reality is that China wants to exert economic control over the world.
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3/ According to analyzed communications from dozens of senior Russian officers in Moscow and in the field, there is a growing perception that the war has effectively reached a strategic and political dead end - sustained primarily by President Putin’s personal insistence
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Congrats to @SenatorBanks on getting the GAIN AI Act included in the Senate's NDAA. This commonsense bill would ensure American companies get priority access to advanced AI chips as the US is working to outcompete China in compute.
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Treasury is imposing further sanctions as a result of Russia’s lack of serious commitment to a peace process to end the war in Ukraine. Today’s actions increase pressure on Russia’s energy sector and degrade the Kremlin’s ability to raise revenue for its war machine and support
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Keeping Russian Economy Afloat: Kremlin's Economic High Wire Act My @GeopolDecanted conversation with Chris Weafer, an expert on the Russian economy, about how long the Kremlin can keep this high wire act going
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A good summary of the mood in Brussels on the big geopolitical questions. "Early this year some European politicians sought closer ties with China as a hedge against American bullying. Today dependency on China is a greater concern"
economist.com
Europe readies itself to survive in a world of hostile strongmen
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5 days ago, the ROK defense minister indicated North Korea might test the new large, solid-propellant ICBM that North Korea presented at its most recent parade (Hwasong-20). That's what we assume this is, although that's still speculation. No announcement by the Japanese yet.
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Countering the massive Russian attack on the Zaporizhzhia front yesterday.
❗️Big Russian attack with 26 armoured vehicles repelled today on the Zaporizhzhia front! At 14:00, Russian forces from the 71st Motorized Rifle Regiment attempted a mechanized assault on Mala Tokmachka. The attack was launched from Verbove and Novoprokopivka, involving up to two
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"What Ukrainians should prepare for: prolonged emergency and scheduled outages. Experience from recent years shows that in one or two attacks the Russians can knock out more generation than Ukraine can restore over an entire summer. 'This winter will certainly be one of
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If China is truly going to permanently block the import of Nvidia GPUs (consider me skeptical), that means the PLA will be denied access to the most efficient AI chips in existence (according to Jensen himself). That’s a huge win for America’s national security
$NVDA CEO Jensen Huang: “We are 100% out of China. We went from 95% market share to 0%. I can’t imagine any policymaker thinking that’s a good idea… whatever policy we implemented caused America to loose one of the largest markets in the world to 0%”
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Yes Gerasimov, Belousov & Co are wildly exaggerating the war’s progress in reports to Putin but it’s only deluding him to an extent. Even Putin can read the map and see that major strategic objectives in the Donbas are not being achieved.
This to me is the most revealing sentence in this article. Outside observers often assume that senior military commanders in the rear and political decision-makers possess a clear understanding of the battlefield situation and the relative status of their forces. As I noted in
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We offered China peaceful coexistence. We funded their industry, educated their children, brought them into the global economy. They murder our children with fentanyl. Sabotage our critical infrastructure. Strangle our supply chains. America has a positive sum spirit. No
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